Legal & Compliance

Irrevocable Trust Agreement

An irrevocable trust agreement for asset protection, estate tax planning, or charitable purposes. Once executed, the grantor surrenders control and the trust cannot be revoked or amended without beneficiary consent.

๐Ÿ“„ 2 signers๐Ÿ“… 30-day expiry๐Ÿท Legal & Compliance๐Ÿ”– trust, estate-planning, irrevocable, asset-protection

About this template

The Irrevocable Trust Agreement is a ready-to-use legal & compliance template you can send for signature in minutes. It is written for 2 signers (grantor and trustee) and, by default, expires 30 days after it is sent if left unsigned. It covers trust, estate planning, irrevocable, asset protection. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# Irrevocable Trust Agreement This Irrevocable Trust Agreement ("Agreement") is entered into as of the date last signed below, by and between: **Grantor:** ___________, residing at ___________ ("Grantor"); and **Trustee:** ___________, residing at ___________ ("Trustee"). --- ## Article I โ€” Name, Purpose, and Irrevocability 1.1 **Trust Name.** This trust shall be known as the ___________ ("Trust"). 1.2 **Purpose.** The Grantor establishes this Trust for the following primary purpose(s): ___________ Common purposes include, without limitation: estate tax reduction, Medicaid or long-term care planning, asset protection from creditors, life insurance ownership (ILIT), education funding, or supplemental needs for a beneficiary with a disability. 1.3 **Irrevocability.** This Trust is irrevocable. The Grantor shall have no power to alter, amend, revoke, or terminate this Trust or any provision hereof. No part of the Trust Estate or the income thereof shall revert to or be used for the benefit of the Grantor, and the Grantor shall have no interest, direct or indirect, in the Trust Estate except as expressly set forth herein. 1.4 **Governing Law.** This Trust shall be governed by the laws of the State of ___________, without regard to conflict-of-law principles. --- ## Article II โ€” Trust Estate 2.1 **Initial Funding.** The Grantor hereby irrevocably transfers, assigns, and conveys to the Trustee the property described in Schedule A (the "Trust Estate"). By executing this Agreement, the Grantor permanently relinquishes all dominion, control, and incidents of ownership over the contributed property. 2.2 **Schedule A โ€” Trust Property.** The initial Trust Estate consists of the following property: ___________ 2.3 **Additional Contributions.** Subject to the restrictions of this Agreement and applicable gift tax rules, third parties (but not the Grantor unless expressly permitted herein) may transfer additional property to the Trustee, to be held as part of the Trust Estate. --- ## Article III โ€” Beneficiaries

Fields (22)

grantor full name
text ยท required
grantor address
textarea ยท required
trustee full name
text ยท required
trustee address
textarea ยท required
trust name
text ยท required
trust purpose
textarea ยท required
situs state
select ยท required
trust property schedule
textarea ยท required
primary beneficiaries
textarea ยท required
contingent beneficiaries
textarea ยท required
income distribution rule
radio ยท required
dist health
checkbox
dist education
checkbox
dist support
checkbox
dist other purpose
textarea
termination distribution
textarea ยท required
termination date or event
textarea ยท required
crummey window days
number
first successor trustee
text ยท required
second successor trustee
text
grantor signer name
text ยท required
trustee signer name
text ยท required

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Every signed document gets PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package sealed in WORM storage.

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